Financial
Planning with
Confidence

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Your Goals.
Our Expertise.
Your Success.

Blue Rock is committed to developing & implementing the best plans that reflects both your short and long term goals.

Who We Serve. Tell Us A Little About Yourself.

We offer a holistic approach to wealth management, connecting your current financial landscape with your future goals. From asset management, estate planning, business retirement plans, and more, we do the heavy lifting, so you can focus on doing what you do best.
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About Blue Rock Financial Group

Blue Rock Financial Group is a financial services firm offering a fee-based platform that provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives.

Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plans.

Client-focused. Full-service. Face-to-face. Today, and year after year.
40
-
0
%

Average Net Worth
Increase Over 5 Years

49
%

Client
Retention

50
%

Advisors hold
Professional Designations

Are you an accountant, attorney or other trusted advisor?

Meet Our Team

Meet Our Team

TODD ROSELLE, CFP® CHFC®

President | Founder

JAMES WHALEN, CFP® CIMA®

Lead Advisor | Financial Planner

KELLY KACZMARCZYK, CFP®

CCO & Director of Operations

Nicholas Lombardo, CFA®

Financial Planner

JEFF KACZMARCZYK, CFA®

Financial Advisor

STEVE BART

Operations Specialist

DAWN MITCHELL

Client Service Representative

Delaney Argo

Client Service Representative

STACHE

Director of First Impressions
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    Book Background

    NEW RELEASE - Now Available on Amazon!

    Plan with Confidence – A Financial Planning Guidebook explores the many facets of financial planning from what you should be looking for when working with a financial planning professional. This book aims to empower readers with insider financial planning knowledge so that they have the appropriate tools for long-term financial success.
    Buy Now on Amazon